Whiston Asset Management Group

445 Park Avenue, 9th fl., Manhattan, New York, New York 10022, United States

(212) 717-0557

(212) 717-0557

  • Home
  • About Us
  • Letter from President
  • Managed Portfolio's
  • The Advisors Custodian
  • Account Access
  • Advisory Committee
  • Principal Biography
  • Company News
  • Registered Advisor-Broker
  • Frequent Questions
  • Additional Legal Terms
  • Contact us
  • More
    • Home
    • About Us
    • Letter from President
    • Managed Portfolio's
    • The Advisors Custodian
    • Account Access
    • Advisory Committee
    • Principal Biography
    • Company News
    • Registered Advisor-Broker
    • Frequent Questions
    • Additional Legal Terms
    • Contact us
  • Home
  • About Us
  • Letter from President
  • Managed Portfolio's
  • The Advisors Custodian
  • Account Access
  • Advisory Committee
  • Principal Biography
  • Company News
  • Registered Advisor-Broker
  • Frequent Questions
  • Additional Legal Terms
  • Contact us
Whiston Asset Management Group Inc

Account Access

Online Account Access

Online Account Access

Online Account Access


At Whiston Asset Management, you have the ability to see your investment, retirement and trust accounts online at the registered custodian: 

www.interactivebrokers.com



ONLINE ACCOUNT ACCESS PROVIDES:

  • Intuitive navigation and comprehensive account information – including summary, model allocations and holdings and activity detail. 
  • Customized reports on your Trust, Custody or Investment Accounts 
  • Access to historical account statements with the ability to go green and suppress paper statements



MOBILE ACCOUNT ACCESS

Account Access has never been so easy. 

Stay connected anytime, anywhere with online access with Android, iPhone and iPad. The IBKR Mobile app provides 24 hour access available to clients who have registered for online access.

With online applications, you can review balances, holdings and transactions. Review historical data and transaction history. 

 

Questions & Answers

Online Account Access

Online Account Access

What is the cost to use these apps?
There is no charge to download and use the IBKRMobile App. Depending on your mobile device, you may be charged access fees by your wireless service provider. Please check with your provider for details on possible fees.


What do I need to use these apps?
Your device must be able to access the Internet, and you must have an investment, retirement, trust or custody account with Whiston Asset Management Group and be enrolled for online web access.


New Accounts

 Important New Account Information To help the government fight  the funding of terrorism and money-laundering activities, federal law  requires Whiston Asset Management Group to verify your identity by obtaining  your name, date of birth, address, and a government-issued  identification number before opening your account. In certain  circumstances, Whiston Asset Management Group requires this information for  any person(s) authorized to effect transactions in an account. .  However, Whiston Asset Management Group reserves the right to request  identifying documentation in certain circumstances. Your account may be  restricted and/or closed if Whiston Asset Management Group cannot verify this  information. Whiston Asset Management Group will not be responsible for any  losses or damages (including but not limited to lost opportunities)  resulting from any failure to provide this information or from any restriction  placed upon, or close of, your account. 


Whiston Asset Management Group, Inc 445 Park Ave., 9th Fl. New York, NY 10022. Telephone: (212) 717-0557 info@whistonassetmanagement

com


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